← use cases · consulting
finding the engagement, winning it, running it, getting paid: what you deal with, what the agent does, what comes out.
a week at a consulting firm, moment by moment. for each task: what you deal with, what the agent does, and what comes out.
a need for consulting is born from an event: a new director, a public consultation, a growth spurt.
Random follow-ups, hoping to catch the right moment.
SMEs in your region that have just changed director or opened a new establishment, with their published accounts.
A target list frozen since it was imported, never updated.
Every quarter, the target list refreshed: current executive, filed accounts, recent legal events, sources attached.
Study and advisory contracts spotted by chance.
Study and advisory contracts in your specialty, with the buyer, the deadline, and the award criteria.
a request comes in: reply fast, and arrive at the meeting already knowing the case.
Inquiries that wait for the partner to return from a mission.
A company that writes in through the site gets a reply that clarifies their need and proposes a discovery call.
A steering committee walked into without the previous decisions.
Before a steering committee, a page with the previous decisions, progress on actions, and points to settle.
engagement signed: decisions written down, an up-to-date client file, nothing lost.
Engagement notes written in the evening, running late.
After each workshop: notes ready to send the client, decisions, and actions for each side.
A mission whose context lives in one consultant's head.
One page per mission: scoping, meeting notes, deliverables, decisions, open points, ready for another partner to pick up.
fees invoiced; now they need to come in.
Fees chased late, out of discomfort toward the client.
Fees for the completed mission are chased with the client's accounts team, not the director you work with.
Work billed, but no idea about next month.
A monthly update that cross-checks billed engagements, fees pending, and fixed costs for the next three months.
a regular presence, an up-to-date website, reviews that get a reply.
The firm's missions and ideas are never told.
Every week, a LinkedIn post drawn from an internal note or an anonymized mission, in the tone of the partner signing it.
A firm nowhere to be found on Google, with no reviews or replies.
A profile describing your expertise and service areas, and a measured reply to every client review.
An offer or a post to add, and three weeks of waiting.
"Add the new partner's profile and this week's article": it's done, ready to review before publishing.
A brochure site that doesn't say what the firm actually does.
One page per area of expertise, written around your clients' questions, and tracking of the searches that matter to you.
emails, internal questions, new hires: what every company deals with too, seen through the words of consulting.
Methods and past deliverables that no one can find.
"Have we done a diagnostic like this before?": relevant past deliverables, with the link.
Mission exchanges scattered across the consultants' inboxes.
Documents sent by a client filed under their mission's record, with a summary of the exchange.
A consultant joins an engagement without knowing the firm's methods.
For a new consultant: firm methods, deliverable templates, ongoing engagements and people to meet.
your case
we check together whether the data exists, try it on a real case from your week, you correct it, and the rule gets written down. if it doesn't work, we'll tell you.
